China and US Equity Analyst

Roger Xie

10 year investment experience on public and private equity. Deep-dive fundamental research. Specialize in China and US market.

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Equity Bottom-Up

<p>We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19 outbreak under control. With millions of people back to work and store traffic ramping up, the reward and risk for sharply sold-off YUMC stock looks attractive. We estimate YUMC could generate more than 25% return in next 6-12 month with improving fundamentals. For long-term investors, YUMC is an unique investment opportunities given its exposure in 1) fast growing China QSR (Quick Serviced Restaurant) industry, 2) attractive store unit economic, 3) skilled management team and PE-backed investors.</p>

We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19 outbreak under control. With millions of people back to work and store traffic ramping up, the reward and risk for sharply sold-off YUMC stock looks attractive. We estimate YUMC could generate more than 25% return in next 6-12 month with improving fundamentals. For long-term investors, YUMC is an unique investment opportunities given its exposure in 1) fast growing China QSR (Quick Serviced Restaurant) industry, 2) attractive store unit economic, 3) skilled management team and PE-backed investors.

YUM China (YUMC): Promising Future Post COVID-19 Outbreak